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Shelton US Government Securities K CAUKX

Quantitative rating as of
  • NAV / 1-Day Return 9.59  /  0.10 %
  • Total Assets 15.5 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Intermediate Government
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.87%
  • Effective Duration 3.62 years

Morningstar’s Analysis CAUKX

Will CAUKX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Strengths in its Process and Parent Pillars aren't enough to overcome Shelton US Government Securities K's other weaknesses, limiting it to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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